This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | CUSTODIAN | $24K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFAM CAPITAL | — | FORT COLLINS, CO | ADVISOR | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FLEX FOCUS AGGRESSIVE 2025 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4126271 / PN 575 | Common Collective Trust | $0 | — |
| FLEX FOCUS AGGRESSIVE 2045 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4126273 / PN 577 | Common Collective Trust | $0 | — |
| INWEST RETIREMENT SOLUTIONS | 75-2408441 | — | TPA | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIARY WISE, LLC | — | GILBERT, AZ | NAMED FIDUCIARY | $11K | — |
| FLEX FOCUS CONSERVATIVE RETIREMENT WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4126280 / PN 584 |
Common Collective Trust |
| $0 |
| — |
| FLEX FOCUS MODERATE 2025 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4126276 / PN 580 | Common Collective Trust | $0 | — |
| FLEX FOCUS MODERATE 2035 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4126277 / PN 581 | Common Collective Trust | $0 | — |
| FLEX FOCUS MODERATE 2045 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4126278 / PN 582 | Common Collective Trust | $0 | — |
| FLEX FOCUS MODERATE 2055 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4126279 / PN 583 | Common Collective Trust | $0 | — |
| FLEX FOCUS MODERATE RETIREMENT R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-4126275 / PN 579 | Common Collective Trust | $0 | — |
| FLEX FOCUS MODERATE 2065 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICES COMPANY · EIN 38-7275335 / PN 001 | Common Collective Trust | $0 | — |
| FLEX FOCUS CONSERVATIVE 2055 R1 WILMINGTON TRUST RETIREMENT AND INSTITUTIONAL SERVICESE COMPANY · EIN 38-4126284 / PN 588 | Common Collective Trust | $0 | — |
